See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,580 | $59,417-35.1% | $93,606-58.8% | $74,495-48.2% |
| Participation rate | 51.4% | 59.7%-8.3pp | 68.7%-17.3pp | 67.2%-15.8pp |
| Annual return | 11.97% | 81.83%-69.9pp | 133.20%-121.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,476 | $3,050-18.8% | $4,411-43.9% | $4,346-43.0% |
| Admin fee / account holder | $3,191 | $3,021+5.6% | $8,285-61.5% | $1,942+64.3% |